MWM
ICLR icon

Maridea Wealth Management’s Icon ICLR Stock Holding History

Maridea Wealth Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,208
Closed -$1.68M – 482
2025
Q4 		$1.68M Buy
9,208
+1,395
+18% +$248K 0.25% 111
2025
Q3 		$1.47M Buy
+7,813
New +$1.31M 0.23% 106

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Maridea Wealth Management's ICLR Position: Q1 2026 in Review

Maridea Wealth Management sold out of Icon (ICLR) in Q1 2026, closing a stake of 9,208 shares — an estimated $1.68M sold.

Maridea Wealth Management first reported a position in ICLR in Q3 2025 and held it in 2 quarters. The position peaked at $1.68M in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Maridea Wealth Management reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 9,208 Icon shares in Q1 2026, an estimated $1.68M.
  • Maridea Wealth Management first reported a position in Icon in Q3 2025 and held it in 2 quarters.
  • Maridea Wealth Management's Icon position peaked at $1.68M in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.